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Investment Adviser Representative,
Global Wealth Management
C. Grant Conness is co-host of the "Global Wealth Radio Show." He is the co-founder of Global Wealth Management, an Investment Adviser Representative at Global Wealth Management and Global Financial Private Capital, a Registered Representative at Madison Avenue Securities and an insurance professional.
Based on current tax laws, three different types of people stand to benefit by moving funds out of their traditional IRAs into a Roth. See if the timing and tax benefits make sense for your plan.
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Being a landlord isn't for everyone, but getting out of the biz could trigger capital gains taxes. There's another way to stay in real estate, without the tenant hassles and without the bite of capital gains.
If you'd like to sell a rental property, business or other highly appreciated asset but are dreading the capital gains, a Deferred Sales Trust may be for you.
Most pre-retirees are afraid of outliving their money. Having a plan can help ensure you don't.
When managed correctly, required minimum distributions can play an important role in your financial future and those of the ones you love.
Even after you're gone, you can still help provide for the people and causes you care about.